Roth Financial Group, Merritt Island, Florida

Newsletters

What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Car Affordability

How much can you afford to pay for a car?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.